9 Ƽ Ƽ 10 ͷ Ծ ȸߴ. Ư 1 ϰ ϳ ũ ǻ(SMIC) 273% ߴ.
10 ٸ Ƽ Ʈ ͷ(23.9.21~24.03.18, 6 9) 51% ߴ. 1 Ʈ ͷ 33.3% ߴ. ġũ( ) 35%p, 16%p ȸߴ.
Ϳ (Quality) ִ
ϱ ؼ '' Ѵ. ְ âϴ ̱ ̴.
ܱδ ְ Ͱ ٸ ִ. Ѽյʿ 鼭 ְ ϰų, þ 찡 ִ. ̶ Ÿ ȸ ȴ.
(Quality) ϰ Ȯ . ̷ ְ · Ҵٴ Ѻ ϴ.
3.. Ӽ, ϰ, 强Ŭ ũ⸸δ Ǵ . ũⰡ ܸ ̴. ܸ Ǵ ϱ ؼ Ѵ. ũ Ӽ, ϰ, 强 3 ִ.Ӽ(= ϰ ߴ°?)ų Ȳ Ͻ 迡 Ⱓ ʴ. , ڷγ ֱ 簡 Ⱑ ȣȲ ħü . ġ ڸ ü ()̶ ִ. ̷ ̸ ϱ .ϰ(= ̴°?)ٲ ִٸ ̿ϴ ° ̴. ΰ Ϳ ű. ϰ ũ ŭ̳ ߿ϴ.Ŀ(gurufocus.com) â Ƽ < ڹ> ڽƮ(COST) ھ(AA) "ϰ ̾߸ Ǵ "̶ ߴ.ڽƮڴ 2006 2015 10Ⱓ ų 2.5%~3% ͷ ϸ 13% ְ · ߴ. ݸ ھƴ Ѷ 11.9% ͷ ϴ ͷ ս ſ ְ 10Ⱓ 64% ϶ߴ.强(= þ°?) , ʽ . ͵ . , ų Ҽ . Ӽ ϰ ϸ鼭 ٸ ְ ߰ ̴.
Ƽ 20
' 3 ' ϴ ̱ ãƺô. 'Ӽ', 'ϰ', '强' '强' 20 ߴ.
<ֿ >
Ӽ : (10)
ϰ : (10) / ǥ > 0.5
强 : (5 ) EPS , (10) EPS
* ðѾ 100 ( 13) ̻
* Ⱓ : 2015~2024(E)
Ƽ(FTNT), 强 ... ̼ǵ
1 Ƽ 10 EPS(ִ) 67%. 2015 EPS 0.01 ſ ұ Դ('24 EPS ġ 1.71). Ⱓ ֱ 5 ̸ EPS 24% پ. 20% Ѵ ̴.
Ƽ ְ ֱ 10Ⱓ 1,320% ߴ. ٹŸ ߴ. 12 PER 38.2 ֱ 10 PER 26% ġѴ. Ƽ Ʈũ, ø̼ ȣϴ ̹ ü.
ũμƮ(MSFT), ðѾ 1... Ⱓ
̱ ÿ ðѾ ū( 4,000) ũμƮ Ƽ ö. . ũμƮ 10 EPS 23%, 1.98(ڰ Ŭ ϰ) ߴ. ϰ 10Ⱓ ǥ ̴. ǥ , ǥ Ŭ .
ǮƼ (PHM) & (TOL), PER 10 ...
ǮƼ (PHM) (TOL) 10Ⱓ 20% ̻ EPS PER ̴. ǮƼ 12 PER 9.1, 8.7. ſ ֱ ѵ ֱ 3 EPS 2.5%, 8% پ. Ǽ Ѵٴ ִ.
Ƽ 20
Ƽ(FTNT), ũ ǻ(SMCI), óý(SNPS), (FICO), ǮƼ (PHM), Ƽ(ZTS), ũμƮ(MSFT), ö̵ Ƽ(AMAT), MSCI(MSCI), ̴ ý(CDNS), Ƽ Ż(URI), (TOL), ̼(FI), ϷƮ Ȧ(LECO), Ʈ(IT), (EME), øƮھ ũ(FLT), 콺 ͳų(LII), Ƽコ (UNH), Ƽ(ORLY)
ϴ 'ڴ밡' ø
[ֽ̱] ո ã...ͼ ? - 24.3/13
[ֽ̱] ̺Ʈ .. ! - 30 - 24.1/17
[ֽ̱] 4 ϴ 췮 4 - (7) - 24.3/6
[ֽ̱] 3 ϴ 췮 3 - (6) - 24.2/7
( 0)